Ritesh Lahoti

Transforming Financial Advisors into Fintechs

Role: Founder at Gridkey Technologies
Location: Surat, GJ, IN
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Founder
Gridkey Technologies
May 2022 — Present · Surat, IN

Education

Delhi Public School Surat
Commerce
2005 — 2011
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)- RECM
Bachelor of Commerce - BCom, Business/Commerce, General
2011 — 2014

Contact information

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Work email
•••••@gridkey.in
Personal email
•••••@•••••.com
Direct dial
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Current company

Gridkey Technologies

Technology; Information and Internet · 8 employees · Founded 2022 · Surat, Gujarat, India

Gridkey offers an integrated wealth management platform for financial advisors to help them grow their AUM, increase their client base, and boost revenues. With a vision to help financial advisors (RIA, RA, PMS, AIF, MFD, IFA, etc) compete with the fintech and wealth techs in the country, gridkey works closely with financial advisors to overcome all the problems and challenges by offering tech solutions for all aspects of the advisor\'s business. We have saved 30-40% of advisors\' and their teams\' time brought their entire operations team to one person and helped their RMs and channel partners to convert more leads, bringing complete transparency in the investment process to get client satisfaction. We also help them carve out a brand strategy by monetizing their audience directly by offering a basket of products directly from their branded digital assets like website, app, etc.

gridkey.in

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Experience

Founder

Education

Delhi Public School Surat

SVKM's Narsee Monjee Institute of Management Studies (NMIMS)- RECM

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